|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
505,550 |
$229M |
8.38% |
3.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
315,095 |
$184M |
6.74% |
1.7%
|
- |
|
AME
|
US |
AMETEK INC |
974,459 |
$176M |
6.42% |
1.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
755,342 |
$144M |
5.26% |
16.9%
|
- |
|
HEI/A
|
US |
HEICO CORP-CLASS A |
741,655 |
$138M |
5.04% |
1.2%
|
- |
|
KMX
|
US |
CARMAX INC |
1,682,869 |
$138M |
5.03% |
2.8%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
545,856 |
$131M |
4.78% |
1.7%
|
- |
|
FI
|
US |
FISERV INC |
630,254 |
$129M |
4.73% |
25.7%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
395,717 |
$125M |
4.57% |
1.0%
|
- |
|
NVR
|
US |
NVR INC |
13,558 |
$111M |
4.05% |
1.9%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
21,177 |
$105M |
3.85% |
3.2%
|
- |
|
IBP
|
US |
INSTALLED BUILDING PRODUCTS |
504,735 |
$88M |
3.23% |
3.6%
|
- |
|
MEDP
|
US |
MEDPACE HOLDINGS INC |
234,287 |
$78M |
2.84% |
3.2%
|
- |
|
FIVE
|
US |
FIVE BELOW |
732,110 |
$77M |
2.81% |
0.9%
|
- |
|
MKL
|
US |
MARKEL GROUP INC |
43,331 |
$75M |
2.73% |
1.5%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
947,927 |
$70M |
2.56% |
1.3%
|
- |
|
MTB
|
US |
M & T BANK CORP |
367,581 |
$69M |
2.53% |
1.9%
|
- |
|
SBUX
|
US |
STARBUCKS CORP |
749,372 |
$68M |
2.50% |
4.4%
|
- |
|
LULU
|
US |
LULULEMON ATHLETICA INC |
143,368 |
$55M |
2.00% |
1.3%
|
- |
|
OZK
|
US |
BANK OZK |
1,212,438 |
$54M |
1.97% |
1.3%
|
- |